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Impact Partnership Wealth’s Procter & Gamble PG Stock Holding History

Impact Partnership Wealth’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.09M Sell
7,550
-873
-10% -$132K 0.13% 109
2025
Q4 		$1.21M Buy
8,423
+4,402
+109% +$649K 0.15% 92
2025
Q3 		$618K Buy
4,021
+56
+1% +$8.75K 0.09% 138
2025
Q2 		$632K Sell
3,965
-201
-5% -$32.8K 0.12% 105
2025
Q1 		$710K Buy
4,166
+59
+1% +$9.88K 0.15% 75
2024
Q4 		$689K Buy
4,107
+389
+10% +$66.3K 0.14% 87
2024
Q3 		$644K Buy
3,718
+39
+1% +$6.62K 0.15% 88
2024
Q2 		$607K Buy
3,679
+1,342
+57% +$219K 0.16% 83
2024
Q1 		$379K Sell
2,337
-35
-1% -$5.49K 0.15% 97
2023
Q4 		$348K Sell
2,372
-157
-6% -$23.3K 0.13% 107
2023
Q3 		$369K Buy
2,529
+2,153
+573% +$329K 0.11% 96
2023
Q2 		$57.1K Buy
+376
New +$56.7K 0.02% 247

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impact Partnership Wealth's PG Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Procter & Gamble (PG) stake by 10% in Q1 2026, selling an estimated $132K and leaving 7,550 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #109.

Impact Partnership Wealth first reported a position in PG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q4 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Impact Partnership Wealth held 7,550 shares of Procter & Gamble worth $1.09M as of Q1 2026.
  • Impact Partnership Wealth sold 873 Procter & Gamble shares in Q1 2026, an estimated $132K.
  • Procter & Gamble made up 0.13% of Impact Partnership Wealth's portfolio in Q1 2026, its #109 holding.
  • Impact Partnership Wealth first reported a position in Procter & Gamble in Q2 2023 and has held it in 12 quarters since.
  • Impact Partnership Wealth's Procter & Gamble position peaked at $1.21M in Q4 2025.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.